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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,605 | $142,392-51.8% | $119,622-42.6% | $134,532-49.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.44% | -12.46%-10.0pp | -14.98%-7.5pp | 418.27%-440.7pp |
| Employer contribution / active EE | $7,024 | $5,224+34.5% | $4,232+66.0% | $4,741+48.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $809 | $13,593-94.1% | $10,328-92.2% | $11,429-92.9% |